User management

Exporting organization data

As you populate your Employee Directory, you may wish to export your organization data to share outside the software. Doing so takes just a few clicks.

What file formats are supported?

Any data you export will automatically be downloaded as a comma-separated values (CSV) file. 

The CSV format is supported by most major spreadsheet programs, including Microsoft Excel and Google Sheets.

How to export organization data

  1. Log in to the PI software.
  2. Click the gear icon () in the top-right of the navigation bar. 
  3. You will land on the Employee Directory.
  4. (Optional) Click the headers to sort by a specific field (name, job title, manager).
  5. Click the checkbox next to any employee whose data you’d like to export. (To select all employees, click the top-most checkbox.)
  6. Click the drop-down menu titled “Actions.”
  7. Select “Download CSV.”
  8. Your CSV file will automatically download.


What information is included in the CSV?
The CSV file contains the following information:

– Employee Email
– First Name
– Last Name
Reference Profile
– Job Title
– Manager Email
– Last Modified Date

Note: You will only see the above information if it’s been recorded. For example, if Jane Doe has no recorded job title in the PI system, the “job title” cell in the CSV will be blank.
Why isn’t “X” person included in the CSV?
This can happen for a variety of reasons. To troubleshoot:

– Confirm whether the person is present in the Employee Directory. 
– If not, add their information by inviting the person or uploading an updated org file.
– When downloading the CSV, verify that you’ve selected the checkbox next to their name.

Additional support

Do you still need support? Contact us here.

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